Fact sheet: Wellington Stg Core Bd Plus

Fund information

Fund name
Wellington Sterling Core Bond Plus S Unhedged
Fund company manager
Wellington Management Funds
Fund type
SIB
Fund manager(s)
Global Bond Team
since 01/10/2015
Fund objective
The Wellington Sterling Core Bond Plus Fund seeks long-term total returns. The Investment Manager will actively manage the Fund against the Bank of America Merrill Lynch Sterling Broad Market index, seeking to achieve the objective by investing primarily in Sterling fixed income assets with an overlay of best ideas from the global fixed income and currency markets.
Benchmark
BofA ML Sterling Broad Market Index
Investment style
None
Investment method
Fixed Interest

Quick stats

1 Year return

2.87 %

1 Year rank in sector

14/17

Sector

FO Fixed Int - GBP

Yield
-
Fund size

£ 62.8 m

FE Risk score

53

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.39 %-0.35 %2.87 %16.02 %21.95 %
Sector0.13 %0.85 %3.94 %14.36 %23.1 %
Rank within sector6 / 1615 / 1714 / 174 / 128 / 11
Quartile th2 nd4 th4 th2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund1.27 %9.79 %0.41 %14.12 %-4.06 %
Sector2.6 %8.66 %0.29 %10.4 %-0.4 %
Rank within sector15 / 173 / 144 / 122 / 1210 / 11
Quartile th4 th1 st2 nd1 st4 th

Risk statistics

Alpha-1.57
Beta1.47
Sharpe0.24
Volatility7.7
Tracking error3.51
Information ratio0.15
R-Squared0.88

Price movement

52 week high16.6033
52 week low15.62
Current bid price0
Current offer price0
Current mid price16.2284

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-